IFA Administrator
other jobs Recruit UK
Added before 4 Days
- England,North East,Northumberland
- Part Time, Permanent
- £18,000 - £25,000 per annum
Job Description:
Full job descriptionJob Title: IFA Administrator
Industry: Financial Advice
Location: Morpeth
Salary: £18,000 - £25,000
Reference Number: 10529
Job Description:
Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Morpeth.
As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.
Responsibilities:
*Handle new business applications and liaise with providers to ensure timely completion
*Prepare client appointment packs and manage adviser diaries
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Salary depending on experience
*25 days’ holiday plus bank holidays
*Flexible working
*Pension contributions
*Strong benefits package
*Ongoing development and career progression
*Supportive and collaborative team
Skills and experience required:
*A minimum of 1 years’ experience working as an IFA Administrator within an Independent Financial Advice firm
*Experience with Intelligent Office is highly advantageous
Industry: Financial Advice
Location: Morpeth
Salary: £18,000 - £25,000
Reference Number: 10529
Job Description:
Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Morpeth.
As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.
Responsibilities:
*Handle new business applications and liaise with providers to ensure timely completion
*Prepare client appointment packs and manage adviser diaries
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Salary depending on experience
*25 days’ holiday plus bank holidays
*Flexible working
*Pension contributions
*Strong benefits package
*Ongoing development and career progression
*Supportive and collaborative team
Skills and experience required:
*A minimum of 1 years’ experience working as an IFA Administrator within an Independent Financial Advice firm
*Experience with Intelligent Office is highly advantageous
Job number 3987948
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Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
At Recruit UK, we do more than just find you a job, we guide you every step of the way to ensure you secure the right role for you. With over 18 years...